Carnegie Investment Counsel’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Sell
2025
Q2
$245K Sell
2025
Q1
$547K Buy
2024
Q4
$414K Buy
2024
Q3
$368K Buy
2024
Q2
$322K Buy
2024
Q1
$319K Sell
2023
Q4
$303K Buy
2023
Q3
$243K Buy